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iShares Russell 2000 Value ETF
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Overview Fund Activity

362 hedge funds and large institutions have $3.39B invested in iShares Russell 2000 Value ETF in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-12
Holders Change %
-3.21%
% of All Funds
10.41%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.75%
New
25
Increased
127
Reduced
130
Closed
35
Calls
$30.6M
Puts
$19.8M
Net Calls
+$10.9M
Net Calls Change
+$3.59M

Top Buyers

1
Citigroup
Citigroup
New York
$49.4M
2
TCT
TIAA CREF Trust
Missouri
$229M
3
AL
AJO LP
Pennsylvania
$12.7M
4
Bank of America
Bank of America
North Carolina
$234M
5
HHC
Hutchin Hill Capital
New York
$11.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$165M
2
MCM
Munder Capital Management
Michigan
$249K
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$0
4
X
Xponance
Pennsylvania
$0
5
SF
Synovus Financial
Georgia
$65.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
301
Schneider Capital Management
Pennsylvania
$202K -$352K -3,409 -64%
WP
302
WMS Partners
Maryland
$202K +$202K +1,960 New
MBT
303
Monroe Bank & Trust
Michigan
$196K – – –
BRWA
304
B. Riley Wealth Advisors
Florida
$181K +$181K +1,748 New
EK
305
Evensky & Katz
Florida
$173K -$24.5K -238 -12%
RNS
306
Robert N. Shapiro
$151K – – –
CAL
307
Capital Advisors Ltd
Ohio
$149K – – –
CWM
308
Cranbrook Wealth Management
Michigan
$142K +$20.6K +200 +17%
AC
309
Alexandria Capital
Virginia
$127K -$1.34K -13 -1%
CAL
310
Capital Analysts LLC
Pennsylvania
$124K +$41.3K +400 +50%
WCM
311
Wealthcare Capital Management
Virginia
$121K -$36.2K -350 -23%
MFBTD
312
MB Financial Bank - Trust Department
Illinois
$121K – – –
BAM
313
Barrett Asset Management
New York
$114K +$105K +1,019 +1,228%
WA
314
Waverly Advisors
Alabama
$111K – – –
BPBT
315
Boston Private Bank & Trust
Massachusetts
$103K -$37.1K -360 -26%
NFG
316
NewFocus Financial Group
Washington
$103K +$103K +989 New
LIA
317
LS Investment Advisors
Michigan
$88K – – –
VIA
318
Vantage Investment Advisors
Pennsylvania
$88K – – –
CFA
319
Carroll Financial Associates
North Carolina
$85K – – –
PSUF
320
People's United Financial
Connecticut
$83K – – –
GAM
321
Gemmer Asset Management
California
$69K +$69K +672 New
WA
322
WFG Advisors
Texas
$61K – – –
EFSCE
323
Enterprise Financial Services Corp (EFSC)
Missouri
$60K – – –
ST
324
Stifel Trust
Missouri
$60K – – –
CFS
325
Community Financial System
New York
$59K -$11.8K -114 -17%
11 12
13
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